Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$243,484
+$123,914 QoQ
Shares Held
203
+56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4,303
of 4,605 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Dec 31, 2020CallValue
$3,376
CallShares
20
PutValue
$3,376
PutShares
20
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,674,088 across 8 Drug Manufacturers - General names. LLY ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
25,086 | $604,070 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,800 | $359,800 | |
| 3 | ABBV |
AbbVie Inc.
|
1,210 | $304,484 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
203 | $243,484 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,783 | $102,736 | |
| 6 | SNY |
Sanofi
|
1,100 | $46,926 | |
| 7 | BIIB |
Biogen Inc.
|
34 | $7,346 | |
| 8 | GSK |
GSK plc
|
100 | $5,242 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,484 | 203 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $119,570 | 130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,267,047 | 1,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,045,310 | 1,370 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $412,371 | 529 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $483,049 | 1,030 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $531,270 | 1,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $591,197 | 1,616 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,637,121 | 5,063 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $534,331 | 1,648 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $93,070 | 325 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,818,356 | 6,583 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,166,309 | 13,704 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $824,894 | 3,594 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $3,376 | 20 | Call | Sole | 2021-02-25 | |
| 2020-12-31 | $3,376 | 20 | Put | Sole | 2021-02-25 | |
| 2020-09-30 | $2,279,508 | 15,400 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $18,880 | 115 | Call | Sole | 2020-08-06 | |
| 2020-06-30 | $444,106 | 2,705 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $360,672 | 2,600 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||